Invite your first team member
Last updated: May 19, 2026
Invite your first team member
Open Settings → Team → People, click Invite, enter email + pick role + pick workspace, click Send. The invitee gets an email link and lands in the workspace as soon as they accept.
Who is this for
Admins, Owners, and anyone with permission to manage team. The trial includes a starting seat allowance (shown at /settings/team/billing). Each invited person counts as 1 seat regardless of how many workspaces you add them to.
Before you start
You need:
The teammate's work email (the one they'll log in with)
A clear idea of their role (see Roles and permissions in 5 minutes)
The workspace they should join (you can add them to multiple later)
A free seat in your Organization (check at Settings → Team → Billing — current seats vs plan ceiling)
How to send the invite
Step 1: Open the People page
In the left sidebar, click Settings, then Team, then People. URL: /settings/team/people. You'll see a table of all current members with their role, joined date, and last login.
Step 2: Click Invite
The Invite button is at the top right. A side drawer opens.
Step 3: Fill the invite form
Field | What to enter |
|---|---|
The teammate's work email. One per invite (use bulk invite for many) | |
Role | Pick from the dropdown — see role table below |
Workspace | Multi-select. You can pick one or many workspaces they'll have access to |
Personal message (optional) | A line shown in the invite email — e.g. "Welcome to the Q4 campaign team" |
Step 4: Click Send
The invite is queued. You see a confirmation toast: "Invite sent to [email]". The invitee gets an email titled "You've been invited to join [workspace] on Wevion".
Step 5: They accept
The invitee clicks the link in the email. If they already have a Wevion account, they're added to your workspace and land on its dashboard. If they don't, they're guided through account creation first, then added.
The invite link is valid for 14 days. If it expires, the invitee sees a message asking them to request a new one — you can resend from the People page.
Choosing the right role
Quick reference for the most common starting roles:
Role | Pick this when |
|---|---|
admin | They lead the workspace day-to-day, manage settings + integrations |
manager | They oversee campaigns and people but don't touch billing |
mediabuyer | They launch and edit campaigns; can't change team or billing |
finance | They handle billing and need read-only on performance |
viewer | Stakeholder who needs visibility but no edit rights |
If unsure, start with viewer — easy to upgrade later. Detailed permission matrix: Roles and permissions in 5 minutes.
Bulk invites
To invite many people at once, click the Bulk invite tab in the invite drawer. Paste a CSV with columns email,role,workspaces (workspaces semicolon-separated). Wevion validates each row and shows errors inline. Max 50 invites per batch.
What you'll see
On the People page after sending:
A new row for the invited person with status Pending and a yellow badge
An action menu (three dots) with Resend invite and Revoke invite options
Once they accept, the badge turns green and shows Active with their last login time
In your seat counter at Settings → Team → Billing, a pending invite already consumes a seat. Revoking the invite frees the seat. This prevents accidental over-allocation.
Common issues
"Email already invited": the same email was invited recently. Check the People page for the existing pending invite and resend it instead.
"Email already in another workspace": the user has a Wevion account already. Add them to your workspace from the existing-user picker (top of the invite drawer) instead of typing the email.
Invite email never arrives: ask the invitee to check spam and whitelist
noreply@wevion.ai. If still nothing after 10 minutes, you can copy the invite URL from the People page action menu and send it directly."No free seats": upgrade your plan or remove an inactive member. See From trial to paid plan for adding seats.
They accepted but can't see anything: double check you assigned them at least one workspace. A user with no workspace membership lands on an empty workspace switcher.
Removing access later
To remove someone, open their row, click the action menu, select Remove from workspace. They lose access immediately. If they had access only to that workspace, the seat frees up. If they're in other workspaces, the seat stays consumed until removed from all.
Related
Workspace, Team, Account — what's the difference — the structure context
Roles and permissions in 5 minutes — what each role can do
From trial to paid plan — what changes — adding more seats